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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,036 hedge funds and large institutions have $21B invested in Schwab US Large- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 368 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
16.58%
Holding in Top 10
165
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.61%
% of All Funds
2.64%
New
77
Increased
368
Reduced
426
Closed
54
Calls
$4.22M
Puts
$1.09M
Net Calls
+$3.13M
Net Calls Change
+$632K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.13B
2
ML
2
McAdam LLC
Pennsylvania
$124M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$318M
4
CL
4
Choreo LLC
Illinois
$38.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$1.45B

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$430M
2
Creative Planning
2
Creative Planning
Kansas
$1.42B
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.59B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$136M
5
IA
5
IFP Advisors
Florida
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
976
M&R Capital Management
New Jersey
$30.1K +$3.05K +189 +11%
SVCP
977
Silicon Valley Capital Partners
California
$28.1K +$14.2K +882 +102%
HWM
978
HighMark Wealth Management
Minnesota
$27.1K +$97 +6 +0.4%
PO
979
Private Ocean
California
$24.8K – – –
MWM
980
Mascoma Wealth Management
New Hampshire
$24.4K – – –
SCA
981
Stonebridge Capital Advisors
Minnesota
$22.2K -$11.9K -738 -35%
PGAM
982
Princeton Global Asset Management
New Jersey
$20.5K -$16K -990 -44%
Commonwealth Equity Services
983
Commonwealth Equity Services
Massachusetts
$19.2K +$50 +3,096 +0.3%
BF
984
BOK Financial
Oklahoma
$18.4K +$18.4K +1,140 New
GA
985
GoalVest Advisory
New York
$18.1K +$18.1K +1,122 New
SIM
986
Studio Investment Management
Illinois
$15.1K -$72.7K -4,512 -83%
JHCP
987
Jackson Hole Capital Partners
Oklahoma
$14.9K – – –
PFG
988
Piershale Financial Group
Illinois
$14.5K -$4.84K -300 -25%
EI
989
Ellevest Inc
New York
$14.2K -$56.1K -3,477 -80%
CPFP
990
Clear Perspectives Financial Planning
Ohio
$13.4K – – –
GI
991
Gradient Investments
Minnesota
$13.1K +$3.19K +198 +32%
CI
992
Cordant Inc
Oregon
$12.3K – – –
DWMG
993
DB Wealth Management Group
California
$12.2K +$1.35K +84 +12%
DAM
994
Delta Asset Management
Tennessee
$10.9K – – –
PVI
995
Pine Valley Investments
New Jersey
$10.7K +$10.7K +36,123 New
HCM
996
Horrell Capital Management
Arkansas
$10K – – –
CSB
997
City State Bank
Iowa
$10K – – –
TWD
998
True Wealth Design
Ohio
$9.87K +$9.87K +612 New
AWM
999
Aberdeen Wealth Management
Illinois
$9.67K – – –
EWM
1000
EPG Wealth Management
Georgia
$9.17K +$48 +3 +0.5%
38 39
40
41 42